AdvisorOS Directory
Claim Profile
Unclaimed Profile
LW

Lee Gordon Julian Wanie

TAPLIN, CANIDA & HABACHT, LLC·MIAMI, Florida
Clean recordTAPLIN, CANIDA & HABACHT, LLC
1001 BRICKELL BAY DRIVE, MIAMI, FL 33131-4940CRD# 2793249Firm CRD# 149280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Gordon Julian Wanie · MIAMI, FL
Registration
CRD #2793249 · TAPLIN, CANIDA & HABACHT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lee Gordon Julian Wanie is a registered financial advisor based in MIAMI, Florida, affiliated with TAPLIN, CANIDA & HABACHT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Lee

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lee is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
LOOP CAPITAL ASSET MANAGEMENT
AUM
$8.5B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at LOOP CAPITAL ASSET MANAGEMENT - TCH LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2793249
Firm CRD# 149280
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Lee Gordon Julian Wanie offer?
Lee Gordon Julian Wanie specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Lee Gordon Julian Wanie's credentials?
Lee Gordon Julian Wanie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Gordon Julian Wanie located?
Lee Gordon Julian Wanie is based in MIAMI, Florida, working with TAPLIN, CANIDA & HABACHT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Lee Gordon Julian Wanie charge for services?
Lee Gordon Julian Wanie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAPLIN, CANIDA & HABACHT, LLC?
TAPLIN, CANIDA & HABACHT, LLC has approximately 31 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TAPLIN, CANIDA & HABACHT, LLC

Adam Michael Phillips
MIAMI, FL
Daniela Mardarovici
MIAMI, FL
Alan Marc Habacht
MIAMI, FL
Elissa R Port
MIAMI, FL
Joan Zabida Mohammed
MIAMI, FL
Richard Adrian Watts
MIAMI, FL

More Advisors in MIAMI, Florida

Paul Marshall Swigart
XTELLUS ADVISORS LLC·MIAMI, FL
Nara Peres De Aguiar
MASTER RIA, LLC·MIAMI, FL
Carlos Francisco Pellas Chamorro
GREYTOWN ADVISORS INC.·MIAMI, FL
Justin Peter Lowe
AVENIR PRIVATE ADVISORS, LLC·MIAMI, FL
William Walker Strong
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP·MIAMI, FL
Piergiacomo Rock
AZ APICE CAPITAL MANAGEMENT LLC·MIAMI, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile